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From the Census Bureau reported that overall construction spending decreased: Construction spending during February 2023 was estimated at a seasonally adjusted annual rate of $1,844.1 billion, 0.1 percent below the revised January estimate of $1,845.4 billion. The February figure is 5.2 percent above the February 2022 estimate of $1,753.1 billion. emphasis added Private spending was "virtually unchanged" and public spending decreased: Spending on private construction was at a seasonally adjusted
Altos reports that active single-family inventory was down 0.8% week-over-week. Inventory still hasn't bottomed seasonally! Click on graph for larger image. This inventory graph is courtesy of Altos Research. As of March 31st, inventory was at 410 thousand (7-day average), compared to 413 thousand the prior week. Year-to-date, inventory is down 16.5%, and at the lowest point so far this year.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
The consulting firm Global SWF tracks all the important info about Sovereign Wealth Funds (SWFs) and Public Pension Funds (PPFs). Its an amazing collection of charts and data. The asset value peak was $33.6 trillion (USD) in 2021; that’s down only slightly to $31.4 trillion as of the end of 2022. Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing.
Without assistance from federal regulators or a bailout from elected officials, industry advocates say the office sector could collapse, reports Bisnow. Opportunity Zone fundraising offerings are on track to fundraise less capital in 2023 than a year ago, according to The DI Wire. These are among today’s must reads from around the commercial real estate industry.
Wards Auto released their estimate of light vehicle sales for March: Greater Availability, Rising Incentives Lead March U.S. Light-Vehicle Sales to 9% Gain (pay site). Wards Auto estimates sales of 14.82 million SAAR in March 2023 (Seasonally Adjusted Annual Rate), essentially unchanged from the February sales rate, and up 9.3% from March 2022. Click on graph for larger image.
Wards Auto released their estimate of light vehicle sales for March: Greater Availability, Rising Incentives Lead March U.S. Light-Vehicle Sales to 9% Gain (pay site). Wards Auto estimates sales of 14.82 million SAAR in March 2023 (Seasonally Adjusted Annual Rate), essentially unchanged from the February sales rate, and up 9.3% from March 2022. Click on graph for larger image.
Welcome to the April 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that RIA custodial platform Altruist has built its own full self-clearing capabilities, while nearly simultaneously buying competing (not-self-clearing) custodian Shareholder Services Group (SSG) – wh
Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.
Today, in the Calculated Risk Real Estate Newsletter: Black Knight Mortgage Monitor: Home Prices Increased Slightly in February; Prices Up 1.9% YoY A brief excerpt: Here is a graph of the Black Knight HPI. The index is still up 1.9% year-over-year and will likely turn negative YoY soon. • A modest easing of affordability in January and early February along with tightening inventory levels drove home prices slightly higher • On an adjusted basis, prices were up 0.16% for the month , the strongest
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
A new report says the Social Security Trust Fund’s ability to pay in full may run out earlier than forecast, making smart claiming strategies even more critical.
(Posted with permission). The ISM manufacturing index indicated contraction. The PMI® was at 46.3% in March, up from 47.7% in February. The employment index was at 46.9%, down from 49.1% last month, and the new orders index was at 44.3%, up from 47.0%. From ISM: Manufacturing PMI® at 46.3% March 2023 Manufacturing ISM® Report On Business® Economic activity in the manufacturing sector contracted in March for the fifth consecutive month following a 28-month period of growth, say the nation's suppl
From Matthew Graham at Mortgage News Daily: Mortgage Rates Fairly Close to Two Month Lows Mortgage rates moved lower today as investors reacted to economic data that showed contraction in the manufacturing sector. After the data was released, the bond market swung from negative to positive territory. With that, the average mortgage lender was able to drop rates to levels just a hair higher than the lows from March 23-24.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The FDIC's official problem bank list is comprised of banks with a CAMELS rating of 4 or 5, and the list is not made public (just the number of banks and assets every quarter). Note: Bank CAMELS ratings are also not made public. CAMELS is the FDIC rating system, and stands for Capital adequacy, Asset quality, Management, Earnings, Liquidity and Sensitivity to market risk.
Podcasts Christine Benz and Jeff Ptak talk hourly financial planning with Mark Berg who is the founder of and lead advisor at Timothy Financial Counsel. (morningstar.com) Justin Castelli talks 'unanswered questions' with Melissa Joy about her chapter in "More Than Money." (allaboutyourbenjamins.com) Brendan Frazier talks with Warren Berger about asking better (client) questions.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
We’ve covered a lot of ground with regard to how various tax laws impact your retirement plans: pensions, IRAs, 403(b) and 401(k) plans. But we’ve primarily focused on the US income tax laws (the IRS) affect your plans – and there are many nuances that you need to take into account with regard to state tax laws. State Tax The big deal with state tax laws and retirement plans is that some states have special tax deals for money inside of retirement plans.
The net asset value of the real estate investment funds more than tripled to more than €1 trillion ($1.1 trillion) in the past 10 years, boosting their interdependence with property markets, the ECB said Monday in its Macroprudential Bulletin.
The failure of SVB led to a broader concern over the stability of the financial sector. That has led to fears about client assets held at Charles Schwab, But those concerns are overblown.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Partial exposure to domestic equities. Partial exposure to international equities. No exposure to REITs. No exposure to commodities. Partial exposure to intermediate-term bonds. DIY Trend-Following Allocations: April 2023 was originally published at Alpha Architect. Please read the Alpha Architect disclosures at your convenience.
Thoughts Equity markets delivered their third-straight weekly gain, continuing to exhibit remarkable resilience given continued uncertainty in the banking system, Fed policy, macro conditions, interest rates, and inflation. The S&P 500® Index saw a 3% gain, which is the best weekly result since November, as the pendulum of pessimism continues to shift back toward neutral.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Shareholders asked to redeem $4.5 billion last month from Blackstone Real Estate Income Trust “in a month of tremendous market volatility and broad-based financial stress,” the company said Monday in a letter. BREIT allowed about $666 million to be withdrawn, or about 15% of what was requested.
Tax issues are an area most of us focus on once a year. However, if you are heading into retirement and you do not have a solid tax plan in place, you could be paying thousands of dollars in taxes needlessly.
ETFs tracking robotics and AI have pulled in roughly $105 million in March, while other thematic strategies like clean energy, electric cars and cloud computing all saw outflows.
Today’s Talk Your Book is brought to you by USQ On today’s show, we spoke with Tom Miller, CEO and CIO of USQ to discuss investing in commercial real estate in difficult macro environments. See here for USQs special Animal Spirits edition research paper on investing in private real estate. On today’s show, we discuss: An intro to commercial real estate Real estate in Manhattan How debt works with commercial.
Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
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